Our partners at Advisors with Purpose host a variety of webinars and you are invited to join.
Please click on the title to register for the webinar(s) that interest you.
Estate Planning for Retirees: What You Need to Know – Lorne Jackson
January 23, 2024, 3 pm Eastern
Nearly 60% of families have done little to no planning, but it’s not too late to set up a plan. You may or may not have a Will, but is it up-to-date and complete? Have you chosen a good executor, and are they prepared for the job? Have you considered options for transferring your assets to your children or heirs in a way that is best for both of you? Have you considered the tax implications of registered assets and plan for those? Have you considered leaving charitable gifts in your Will? Have you spoken to your family about your choices, and do they know your wishes? Our partners at Advisors with Purpose are hosting a 45-minute webinar for those who are retired and want to make sure they have everything in place so they can live fully without the worry of those critical decisions having to be made.
Link to register https://calendly.com/
Navigating a debt-ridden World.- Jan Kupecz
February 4th, 2024, 8 pm Eastern
You are invited to join us for a webinar from our partners at Advisors with Purpose that will look at how to successfully navigate a financial system based on debt. In particular, we will look at personal and consumer debt: when it might be necessary, how to know when and what to do when it becomes unsustainable, and how we can manage our finances and still be faithful stewards. The financial systems intended to help can actually bring you further into debt, but there are solutions, and there is hope.
Link to register https://calendly.com/
Estate Planning: Preparing for Unexpected Challenges and Disruptions in Your Family – Mary Lynn Huizinga,
February 27, 2024, 8 pm Eastern
In today’s fast-paced world, it’s easy to feel overwhelmed and uncertain about the future. Family dynamics can be challenging and complex. As family members interact with each other over time, they develop unique personalities, expectations, and communication styles. This can lead to conflicts and misunderstandings, especially during stress or change. Our partners at Advisors with Purpose are hosting a 45-minute webinar for those dealing or anticipating conflict in the planning of their Wills. Join us to learn how to mitigate any unforeseen challenges and create a plan that not only avoids conflict but perhaps encourages harmony.
Link to register https://calendly.com/
Estate Planning with a Kingdom Mindset: How to Leave a Legacy that Reflects Your Faith and Values – Lorne Jackson
March 26, 2024, 7 pm Eastern
Have you ever wondered how to align your faith and values in your Will or how to leave a legacy that makes a difference? It is possible. Our partners at Advisors with Purpose are hosting a 45-minute webinar that will help you consider how to plan a Will that looks after your loved ones, supports the charities you believe in, and communicates your faith and goals to those you leave behind.
Link to register https://calendly.com/
Aligning Your Financial Goals with Your Spiritual Goals – Ray Borg
April 23, 2024, 8 pm Eastern
Are you struggling to align your financial and spiritual goals? Whether you want to reduce financial stress or cultivate a deeper understanding of biblical financial principles, this webinar is for you. In this webinar, hosted by our partners at Advisors with Purpose, you’ll learn about the relationship between faith and finances and the importance of prayer, discernment, and godly wisdom when establishing and following your financial objectives.
Link to register https://calendly.com/
Estate Planning – What Women Need to Know – Jan Kupecz
May 21, 2024, 8 pm Eastern
Planning your Will requires individual strategies depending on your life, your family, your finances, and your priorities. For women, it is vital that they understand the special considerations for them. Our partners are hosting this webinar specifically for women to discuss the questions and concerns affecting them and their families and help them shape their own legacies.
Link to register https://calendly.com/
Planning Well for Your Business – Chantel Gibbs
June 12, 2024, 8 pm Eastern
What are the specific planning items for business owners, and why is it essential to have a plan? This might include a shareholder agreement to address the death, disability, dispute, divorce, or departure of a shareholder. It might include thinking through an exit plan ahead of time. Are there potential buyers of the shares, or will the business be wound up on death or retirement? A plan is critical. Our partners at Advisors with Purpose are hosting a webinar to help you better understand the options and processes.
Link to register https://calendly.com/
Will Planning for New Canadians – Bold Kere
June 24, 2024, 8 pm Eastern
Navigating Wills and Estates can be challenging for everyone. It can be complicated if you are new to Canada and are less familiar with the terminology and the requirements. We’d like to invite you to join us for a webinar hosted by Advisors with Purpose that will help you better understand and plan for your Will with special consideration to those who are first-generation Canadians.
Link to register https://calendly.com/